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AVEWX vs CWGFX
AVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFX
Ave Maria World Equity
Price$21.29
Change-$0.37 (-1.71%)
VolumeN/A
Net Assets124.59M
American Funds Capital World Gr&Inc F1
Price$68.54
Change-$0.74 (-1.07%)
VolumeN/A
Net Assets131.04B
AVEWX vs CWGFX Comparison Chart
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AVEWX vs. CWGFX commentary
Jun 16, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVEWX is a Hold and CWGFX is a Buy.
FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 131B vs. AVEWX (125M). CWGFX pays higher dividends than AVEWX: CWGFX (1.49) vs AVEWX (0.37). AVEWX was incepted earlier than CWGFX: AVEWX (15 years) vs CWGFX (24 years). AVEWX (1.03) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). AVEWX annual gain was more profitable for investors over the last year : 8.28 vs. CWGFX (6.27). AVEWX return over 5 years is better than : 65.38 vs. CWGFX (51.55).
| AVEWX | CWGFX | AVEWX / CWGFX | |
| Total Expense Ratio | 1.03 | 0.80 | 129% |
| Annual Report Gross Expense Ratio | 1.03 | 0.80 | 129% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 6.557 | 8.990 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125M | 131B | 0% |
| Annual Yield % from dividends | 0.37 | 1.49 | 25% |
| Returns for 1 year | 8.28 | 6.27 | 132% |
| Returns for 3 years | 40.19 | 43.82 | 92% |
| Returns for 5 years | 65.38 | 51.55 | 127% |
| Returns for 10 years | 66.06 | 51.77 | 128% |
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